Crimson Feature of the Month: Map It. Brief It. Track It with Event Tools.

This month at CMDI, we’re spotlighting three Crimson tools that help you better plan, prepare, and execute events with precision — Map It, Event Briefings, and Invite Management. Whether you’re planning a national tour or managing RSVPs for a single dinner, these features will help you streamline every step.

Map It: Visualize Your Reach

Crimson’s Map It tool allows you to see where your events and supporters are located using Google Maps. There are two types of Map It features: Event Map It and People Search Map It.

Events Map It

There are three ways to use this feature to view your events geographically and identify areas of high or low activity.

Option 1: From Event Search

1. Go to the Event Dashboard.

2. Click the Event Search icon in the Quick Nav.

3. Event Search will open with the Results tab displayed. Click on the Filters tab.

4. Enter your search criteria. You can add more filters by typing in the Search Filters field. When finished, click on the blue Run button.

5. A list of the events fitting your criteria will appear. Click the blue button with lines and select Map It.

6. View your events displayed on a Google Map.

Option 2: From Google Map View

1. Open the Event Dashboard.

2. On the Google Map, zoom in on yellow/blue clusters.

3. Click on individual event markers for details.

4. Click the white box popup to open the Event record.

Option 3: From the Events Card

1. Click the Events Card on the dashboard.

2. This redirects you to the Event Search, where you can follow Option 1.

For more information, see the Feature of the Month post on Map It features.

People Search Map It

See where your donors or prospects are clustered to plan outreach or events.

1. Go to the People Dashboard or use Quick Nav and select People Search.

2. Enter your criteria and click Run.

3. Click Map It on the lower left.

4. A map with the first 500 results will appear in a new window. Zoom in and click blue markers to see details.

5. Click on a donor’s name to open their full profile.

Event Briefings: Prepare Like a Pro

Event Briefings are comprehensive packets created within Crimson to help event staff and principals prepare for upcoming events.

How to Create an Event Briefing

1. Open the Event from the Event Dashboard or Event Search.

2. Navigate to the Briefing tab.

Note: If an event doesn’t have a Briefing, click on the link to create one.

3. Review and update the following sections:

• Event Details: Name, location, date, and time

• Contacts: Staff or stakeholder contacts

• Timeline: Chronological event flow

• Content: Notes, images, or talking points

• Invitees: Full or filtered list of attendees

4. To filter invitees shown in the Briefing, use the Invitee filter settings.

5. Click Print or Export when ready.

Invite Management: Track & Engage with Ease

Crimson’s Invite Management makes it easy to track RSVPs, check in guests, link donations, and more from one tab. Everything from check-ins to contributions can be handled in a few clicks. No spreadsheets are needed.

How to Manage Invitees in an Event

1. Open the Event via Event Search or Event Dashboard.

Click on the Invitees tab.

1. Use Filters (Status, Type, Checked In, CTD Amount) or the Quick Search Bar to find invitees.

2. Click the orange View Donor Record button to open their profile.

3. Click the red Remove icon to delete them from the event.

For additional options under this feature:

1. Use the Status dropdown to update status (Invited, Attending, Declined, etc.).

2. Use the checkboxes to select individuals or click the checkbox in the header to select all.

3. Click Update Selected to apply a bulk status change or check-in.

4. Click the blue Process $ icon to process a credit card or create a pledge.

5. Use the orange Checked in button to mark that they’ve arrived.

Edit Invitees:

• Click the Edit tab to change participation details (RSVP date, table number, comments, invitee type). Click the blue Save button when finished.

Manage Guest Lists:

1. To add the guest of an invitee, click on the blue Edit button by the invitee’s name.

2. Click on the Guest tab.

3. Click the blue Add Guest or Add Contact as Guest button if they already exist in your database. button to manually enter guest info.

4. Choose to create a new People Record or add a one-time guest.

Manage Questions:

1. From the individual Invitee, click on the Question tab.

2. Click on the blue + sign to add a question.

3. Click the checkbox next to a question to type an answer

4. Click the blue Save button.

Manage Payments

1.Under the individual Invitee, click on the Payments tab.

2. Select the blue Link Gift button. to associate a past gift

3. Click Unlink icon to remove a payment

Turn Event Data into Event Success

These three Crimson features — Map It, Event Briefings, and Invite Management — empower your team to:

• Visualize where your people and events are concentrated

• Organize all critical details for smooth execution

• Optimize attendance, engagement, and follow-up

From planning a coast-to-coast fundraising tour to hosting a local reception, Crimson gives you the tools to do it all, smarter and faster.

Need help getting started with these features? Check out the Crimson HelpDesk or contact the Crimson Support Team at crimsonsupport@cmdi.com.